• Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Contact Us
  • Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Atlanta Wealth Managment

Weekly Market Recap

Market Summary

  • Small Cap stocks continued their recent outperformance
    • Growth and value stocks both finished higher for the week
  • Long-term indicators for an ongoing sector rotation from growth into value remain

Factor Analysis:

Sector Analysis:

Closing Thoughts:

  • The first chart shows the 3-year performance of DVY (dividend/value) versus the S&P500 (growth)
    • While growth has outperformed value on a long-term basis, the performance spread is narrowing in the short-term
      • Performance data is consistent with an ongoing sector rotation from growth into value
        • though short term indicators weakened on growths big week with record inflows into the technology sector
3-year performance differential
  • Second chart shows a 3-year comparison of the spread between the 2-Y and the 10-Y yields;
    • Largest differential between 2Y and 10Y yield in the last 3 years
  • Fed continues to maintain guidance on low interest rates –
    • Historically, this has been a bullish indicator for financial markets
Spread Differential between 2-Y bonds and 10-Y bonds

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research